Strategic Wealth Partners’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-100
Closed -$14 359
2019
Q3
$14 Hold
100
﹤0.01% 468
2019
Q2
$14K Hold
100
0.01% 448
2019
Q1
$13K Buy
+100
New +$13K 0.01% 458